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EP Wealth Advisors’s Brown & Brown BRO Stock Holding History

EP Wealth Advisors’s Portfolio BRO Stock Details BRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-7,145
Closed -$466K – 1735
2026
Q1 		$466K Sell
7,145
-1,654
-19% -$119K ﹤0.01% 925
2025
Q4 		$701K Buy
+8,799
New +$734K ﹤0.01% 728
2025
Q2 		$1.08M Buy
9,717
+626
+7% +$70.3K 0.01% 544
2025
Q1 		$1.13M Sell
9,091
-275
-3% -$30.7K 0.01% 472
2024
Q4 		$956K Sell
9,366
-3,112
-25% -$332K 0.01% 511
2024
Q3 		$1.29M Buy
12,478
+753
+6% +$74.9K 0.01% 440
2024
Q2 		$1.05M Buy
11,725
+2,065
+21% +$179K 0.01% 380
2024
Q1 		$846K Sell
9,660
-390
-4% -$31.4K 0.01% 405
2023
Q4 		$715K Buy
10,050
+4,094
+69% +$293K 0.01% 423
2023
Q3 		$416K Buy
+5,956
New +$425K 0.01% 494
2022
Q2 		– Sell
-3,071
Closed -$222K – 645
2022
Q1 		$222K Sell
3,071
-569
-16% -$38.2K ﹤0.01% 551
2021
Q4 		$256K Sell
3,640
-58
-2% -$3.74K 0.01% 487
2021
Q3 		$205K Buy
+3,698
New +$206K 0.01% 507

Other funds holding BRO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $13.1B AUM 19.56% 1-Year Est. Return

EP Wealth Advisors's BRO Position: Q2 2026 in Review

EP Wealth Advisors sold out of Brown & Brown (BRO) in Q2 2026, closing a stake of 7,145 shares — an estimated $466K sold.

EP Wealth Advisors first reported a position in BRO in Q3 2021 and held it in 13 quarters. The position peaked at $1.29M in Q3 2024. 806 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • EP Wealth Advisors reported no remaining Brown & Brown position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 7,145 Brown & Brown shares in Q2 2026, an estimated $466K.
  • EP Wealth Advisors first reported a position in Brown & Brown in Q3 2021 and held it in 13 quarters.
  • EP Wealth Advisors's Brown & Brown position peaked at $1.29M in Q3 2024.
  • 806 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.